SourcingSourcing
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11 firms
ActiveState: MD×State: UT×Custodian: LPL Financial×Custodian: Morgan Stanley×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial→
C38KULTURA CAPITAL MANAGEMENT LP
CRD 327510
UT$244.7M—Morgan Stanley→
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial→
C36ADE, LLC
CRD 168345
MD$447.5M6LPL Financial→
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial→
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley→
C27SAVANO DIRECT CAPITAL PARTNERS, LLC
CRD 174066
MD$519.1M—Morgan Stanley→
C22BRIDGE MULTIFAMILY FUND MANAGER LLC
CRD 159127
UT$49.30B—Morgan Stanley→
C21GREENHOUSE FUNDS LLLP
CRD 169840
MD$2.93B—Morgan Stanley→